PALO ALTO WEALTH ADVISORS, LLC
CIK: 0001964382SEC EDGAR →
Portfolio Value
$343.3M
Holdings
64
As of
Q3 2025
New Positions
10
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 401,695 | $117.2M | 34.14% |
| 2 | ALPHABET INC | 190,266 | $55.4M | 16.15% |
| 3 | ISHARES TR | 125,685 | $24.7M | 7.20% |
| 4 | WISDOMTREE TR | 236,775 | $21.2M | 6.18% |
| 5 | NVIDIA CORPORATION | 82,950 | $16.0M | 4.67% |
| 6 | VANECK ETF TRUST | 114,061 | $11.6M | 3.38% |
| 7 | GOLDMAN SACHS ETF TR | 239,540 | $10.1M | 2.93% |
| 8 | APPLE INC | 32,493 | $9.0M | 2.61% |
| 9 | MICROSOFT CORP | 16,310 | $8.3M | 2.42% |
| 10 | JOHN HANCOCK EXCHANGE TRADED | 115,901 | $7.5M | 2.20% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 6 | $177.6M | 51.7% |
| Financial Services | 39 | $116.7M | 34.0% |
| Technology | 11 | $42.7M | 12.4% |
| Consumer Cyclical | 2 | $4.0M | 1.2% |
| Healthcare | 2 | $1.0M | 0.3% |
| Unknown | 3 | $997K | 0.3% |
| Energy | 1 | $231K | 0.1% |